Head of Wealth Management-KARNATAKA HEAD

4 weeks ago


Bengaluru, India upGrad Full time

Mandatory:AMC + wealth management combo experience*

team handling exp.

1. To manage a team of Team Leads, Relationship database, generation of fresh leads through reference to shore up the clientele

3. Regular feedback and review sessions with the team to improve business volume and New client acquisition

4. To coach & mentor the sales team and lead them to achieve the targets

5. Take steps for the development of long term relationships/association with the key/potential Investors in order to generate repetitive business

6. Able to close sales call by working closely with RMs whenever required

7. Ensuring the team delivers highest level of service to clients/HNI customers

8. Create awareness by conceptualizing events, conferences, product sessions for Investors for top-of-the-mind recall

9. Ensure timely flow of information internally and externally, monitor external communication of the team regularly

10. Enhancing and upgrading the Client Net worth and achieving sales and revenue targets spread across the product mix through the team



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